Robo-advisors are changing the industry. Here's a look at the fees and investment styles of five Canadian digital firms.
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We've updated the rankings.
Q:What are the biggest misconceptions clients have about your job? Joseph Bakish vice-president, investment advisor at Richardson GMP in Montreal Clients often think we have control over the markets, and they also misunderstand fees. When I discuss market movements or costs with clients, I always bring it back to the value clients receive. For instance, […]
Fortysomethings share their challenges
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What's happening to clients affected by the no-contest settlement between CI Investments and the OSC?
The best way to deal with robo-advisors is to leverage or learn from their tech tools.
Or more extreme, you're only an "advisor" if you're discretionary. If you're not, find out what you'd be called instead
Over the last eight years, U.K. advisors have dealt with qualification and fee-transparency reforms.